Chapwood Credit Management, LLC (White Plains)

Chapwood Credit Management, LLC is a large advisory firm based in White Plains. It manages $25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of New York and Texas.

Chapwood Credit Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chapwood Credit Management: assets under management

The assets under management (AUM) of Chapwood Credit Management, LLC is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chapwood Credit Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Chapwood Credit Management, LLC

Rachel Joanna Newmark joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Wayne Butowsky	Founder	1 Mar 2005	Other	1660615
Craig Pollak	Chief executive officer	1 May 2005	Other	4338072
David Andrew Newmark	Chief financial officer	1 May 2005	Other	4733069
Llc Chapwood Advisors	Sole member	1 Aug 2005	75% - 100%	20-3502131
Rachel Joanna Newmark	Chief compliance officer	1 Sep 2005	Other	5081470
Harry Michael Sharlach	Senior analyst and trader	1 Sep 2005	Other	1365434

Based in White Plains

The principal office where Chapwood Credit Management, LLC performs its advisory services is located at 10 Bank Street, Suite 670, White Plains, NY 10606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.